Horace Williams Memorial Fund in Augusta, Maine (ME)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Maine
| Horace Williams Memorial Fund | |
| Employer Identification Number (EIN) | 016008547 |
| Name of Organization | Horace Williams Memorial Fund |
| In Care of Name | Key Trust Co |
| Address | 150 State St, Augusta, ME 04330-7418 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 08/1972 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $236,279 |
| Amount of Income | $66,473 |
| Form 990 Revenue Amount | $5,960 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,834 | $4,834 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $722 | |||
| Dividends and interest from securities | $3,943 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $169 | |||
| Total expenses and disbursements | $14,613 | $2,113 | $0 | $12,500 |
| Compensation of officers, directors, trustees, etc. | $1,383 | |||
| Total operating and administrative expenses | $2,113 | $2,113 | $0 | |
| Contributions, gifts, grants paid | $12,500 | |||
| Excess of revenue over expenses and disbursements | $-9,779 | |||
| Net investment income | $2,721 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $238,145 | $245,096 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $174,301 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $63,844 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $238,145 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $169 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $54 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $54 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $244,740 |
| Net value of noncharitable-use assets | $241,060 |
| Minimum investment return | $12,053 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,999 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,999 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Home Resources Of Maine Inc | PO BOX 358, Gardiner, ME 04345-0358 | ME | 1995-06 | $7,852,359 |
| 2 | Home Start | Po Box 174, Peaks Island, ME 04108 | ME | 2005-07 | $24,851 |
| 3 | Homehealth-Visiting Nurses Of Southern Maine | 15 Industrial Park Rd, Saco, ME 04072-1804 | ME | 1986-04 | $20,486,893 |
| 4 | Homeless Animal Rescue Team Of Maine Inc | PO BOX 351, Cumberland, ME 04021-0351 | ME | 2001-06 | $318,632 |
| 5 | Homeless Services Of Aroostook | PO BOX 1753, Presque Isle, ME 04769-1753 | ME | 1985-01 | $346,489 |
| 6 | Homeworks | 353 Water St, Augusta, ME 04330-6113 | ME | 2000-08 | $9,250 |
| 7 | Hope Association | 85 Lincoln Ave, Rumford, ME 04276-1844 | ME | 2001-11 | $3,318,810 |
| 8 | Hope Cemetery Corporation | PO BOX 211, Kennebunk, ME 04043-0211 | ME | 1952-09 | $288,519 |
| 9 | Hope Haven Gospel Mission Inc | 209 Lincoln St, Lewiston, ME 04240-7817 | ME | 1990-12 | $518,033 |
| 10 | Hope House Network Inc | 163 Elm St, Mechanic Fls, ME 04256-5307 | ME | 1988-12 | $61,194 |
| 11 | Horace Williams Memorial Fund | 150 State St, Augusta, ME 04330-7418 | ME | 1972-08 | $66,473 |
| 12 | Horizon Foundation Inc | One Monument Way 2nd Flr, Portland, ME 04101-4078 | ME | 1996-12 | $5,350,052 |
| 13 | Horizons Unlimited Inc | 40 Mechanic St, Presque Isle, ME 04769-2324 | ME | 1988-05 | $252,976 |
| 14 | Hose 5 Fire Museum | PO BOX 25, Bangor, ME 04402-0025 | ME | 1995-10 | $1,461 |
| 15 | Hospice Education Institute Inc | PO BOX 98, Machiasport, ME 04655-0098 | ME | 1986-06 | $2,451,868 |
| 16 | Hospice Volunteers Of Hancock County | 14 Mckenzie Ave, Ellsworth, ME 04605-1520 | ME | 1983-05 | $615,931 |
| 17 | Hospice Of Midcoast Maine Inc | 45 Baribeau Dr, Brunswick, ME 04011-3242 | ME | 1980-04 | $241,764 |
| 18 | Hospice Of Southern Maine | 180 Us Route 1, Scarborough, ME 04074-9073 | ME | 2001-06 | $11,818,788 |
| 19 | Hospice Regatta Of Maine | 14 Mckenzie Ave, Ellsworth, ME 04605-1520 | ME | 1997-02 | $47,092 |
| 20 | Hospice Volunteers Of Somerset County Inc | 41 Main St, Skowhegan, ME 04976-1151 | ME | 1992-06 | $109,343 |
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